CRM data migration: A practical process overview CRM data migration is the process of moving data, workflows, and assets from one CRM to another. It matters because your CRM is the operational backbone of your revenue team, and when the data inside it is wrong, every process built on top of it breaks too. I’ve seen more CRM migrations than I can count, and the ones that fail almost always fail the same way: the team underestimated scope, skipped data cleansing, or rushed to go-live without a validated rollback plan. The ones that succeed treat migration as a structured business change, not a bulk data transfer. This guide covers the full CRM data migration process from planning through hypercare. Table of Contents What is CRM data migration? CRM Data Migration Plan CRM Data Migration Data Cleansing CRM Data Migration Field Mapping CRM Data Migration Sequencing CRM Data Migration Historical Data CRM Migration, Integrations, and Security CRM Data Migration Validation CRM Data Migration Tools CRM Migration Checklist CRM Data Migration Go Live and Hypercare Frequently Asked Questions About CRM Data Migration Final Thoughts What is CRM data migration? CRM data migration is the process of moving records, relationships, history, permissions, and connected workflows from one CRM to another. That definition matters because the phrase “moving data” undersells what is actually involved. CRM data migration requires more than a simple CSV import. A true migration covers: Entities:...

Big Data for Small Businesses: How To Leverage Big Data for Big Results Big data for small business may sound like an oxymoron, but big data is just as necessary for small businesses as it is for large corporations. By leveraging big data for your small business, you can discover meaningful insights that put you a step ahead of the competition. Big data drives revenue because it delivers deep insights into customer behavior. Then, you use those insights to deliver value based on their needs.  Big data can help you make smarter, faster decisions. Read on to learn more about how to leverage it within your small business. Big data comes in a few types: Structured. Structured data is housed within a traditional database like a spreadsheet or SQL database. An example of structured data is a spreadsheet or log of all your customers’ page visits and dates of recent purchases. Unstructured. Unstructured data is found within non-traditional databases such as email, social media posts, texts, and videos. An example is all the tweets on Twitter that mention your brand name. Unstructured data is by far the most abundant type of big data. Semi-structured. Semi-structured data is not formatted in a traditional relational database format. Instead, it’s organized to an extent with a certain schema that makes it easier to analyze than unstructured data. An example of semi-structured data is HTML code.  To quote the famous...

How to Easily Manage Customer Data Across Multiple Apps Wouldn’t it be nice if customer data management were easy? Are you longing for a world where your contact’s email, conversion date, and who on your team spoke with them last are readily accessible? If that’s the case, you’re not alone. Managing customer data can get messy, especially if your business uses multiple apps. However, putting your customer data in order is easier than you think, even if it is in a state of chaos. In this post, you’ll learn how to keep your customer data organized, clean, and up-to-date across all your apps. In this post, we'll cover: What is Customer Data Management? Benefits of Customer Data Management Where Customer Data Lives Best Practices of Customer Data Management Managing Customer Data: Data Types Let's dive in. Benefits of Customer Data Management Customer data is one of the most valuable assets in your organization. Intelligent customer data management will improve your customer experience and ultimately help your business grow and increase revenue. See of biggest benefits of customer data management below. 1. Improved Customer Experience Customers may interact with sales, marketing, support, admin, or billing when dealing with your business. A well-implemented customer data management strategy makes all your customer data transparent to all departments, allowing you to personalize customer interactions at every touch point. In 2020, 87% of customers felt that brands need to put more effort into...